Lokken Investment Group’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Hold |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $340K | Buy |
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